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December 24, 2018
Market. `` Quantitative easing was when the Fed was pumping money out into the market by buying bonds – $4.5 Trillion. Quantitative tightening is the opposite. They are pulling money out of the system and affecting overall liquidity. So now the market does not have those support levels. Earnings are still growing, however, so that is cause for some optimism. Companies beating earnings expectations could change the sentiment in the marketplace.
General Market Comment
December 24, 2018
Market. `` Quantitative easing was when the Fed was pumping money out into the market by buying bonds – $4.5 Trillion. Quantitative tightening is the opposite. They are pulling money out of the system and affecting overall liquidity. So now the market does not have those support levels. Earnings are still growing, however, so that is cause for some optimism. Companies beating earnings expectations could change the sentiment in the marketplace.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
N/A
N/A
December 24, 2018
ETS and REITs: Are there Trending ETFs that provide significant growth? An ETF is just a container for companies. There are so many ETFs out there but the market has not done well this year. He would not blame the ETF structure for bad performance. You have to focus on what you believe is the right way to go. A REIT ETF is a good thing in that it lets you invest in REITs.
General Market Comment
December 24, 2018
ETS and REITs: Are there Trending ETFs that provide significant growth? An ETF is just a container for companies. There are so many ETFs out there but the market has not done well this year. He would not blame the ETF structure for bad performance. You have to focus on what you believe is the right way to go. A REIT ETF is a good thing in that it lets you invest in REITs.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
COMMENT
COMMENT
December 24, 2018
Rate Reset Preferreds. Some of the rate reset preferreds have not done well this year. You have to understand the product – the underlying investments.
General Market Comment
December 24, 2018
Rate Reset Preferreds. Some of the rate reset preferreds have not done well this year. You have to understand the product – the underlying investments.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
COMMENT
COMMENT
December 24, 2018
Educational Segment. What history tells us about the performance of the TSX vs. US markets. We tend to think that if the TSX underperforms this year then it will definitely outperform next year. Historically, that just has not been the case. We often underperform for a few years and then outperform for a few years. One of the determining factors is the price of oil and the energy sector. The TSX performs closer to the US Energy sector less the S&P percent gain for a year. And there is a high correlation of the TSX to the price of oil. Starting October we saw a slide in the price of oil.
General Market Comment
December 24, 2018
Educational Segment. What history tells us about the performance of the TSX vs. US markets. We tend to think that if the TSX underperforms this year then it will definitely outperform next year. Historically, that just has not been the case. We often underperform for a few years and then outperform for a few years. One of the determining factors is the price of oil and the energy sector. The TSX performs closer to the US Energy sector less the S&P percent gain for a year. And there is a high correlation of the TSX to the price of oil. Starting October we saw a slide in the price of oil.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
N/A
N/A
December 24, 2018
Market. In October he said there was a minimum 85% chance of the market dropping over 20% by the end of 2020 and he did say it could happen this year. It is not surprising him. It is the biggest December sell-off since the depression. Debt levels of governments were not tamed during good times. He is surprised only by how much it has come down and how quickly. Markets were really high and people recognized the problems. People are asking what governments will do as we head into a recession. Human psychology says that when things are bad you run out the door. It could be a reasonable time to buy now and there could be more opportunity ahead.
General Market Comment
December 24, 2018
Market. In October he said there was a minimum 85% chance of the market dropping over 20% by the end of 2020 and he did say it could happen this year. It is not surprising him. It is the biggest December sell-off since the depression. Debt levels of governments were not tamed during good times. He is surprised only by how much it has come down and how quickly. Markets were really high and people recognized the problems. People are asking what governments will do as we head into a recession. Human psychology says that when things are bad you run out the door. It could be a reasonable time to buy now and there could be more opportunity ahead.
Benj Gallander
President, Contra the Heard Investment Letter
DON'T BUY
DON'T BUY
December 24, 2018
Crypto currencies, AI, and marijuana. The key here is choosing the right companies. He does not have any recommendations, however. You are going to have bad actors and you have to stay away from them. AI is the big buzzword now and choosing the right companies is still the right thing to do. He only buys companies that have been around for 10 years.
General Market Comment
December 24, 2018
Crypto currencies, AI, and marijuana. The key here is choosing the right companies. He does not have any recommendations, however. You are going to have bad actors and you have to stay away from them. AI is the big buzzword now and choosing the right companies is still the right thing to do. He only buys companies that have been around for 10 years.
Benj Gallander
President, Contra the Heard Investment Letter
N/A
N/A
December 24, 2018
Tax loss selling is huge this year and has been accelerated because of what is going on. He does most of his buying this time of year. Normally there is a Santa Clause rally worth a half percent or more. He never transfers between currencies. He would prefer, if he had to, to transfer US to Canadian right now because it is so beaten up.
General Market Comment
December 24, 2018
Tax loss selling is huge this year and has been accelerated because of what is going on. He does most of his buying this time of year. Normally there is a Santa Clause rally worth a half percent or more. He never transfers between currencies. He would prefer, if he had to, to transfer US to Canadian right now because it is so beaten up.
Benj Gallander
President, Contra the Heard Investment Letter